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从 0.05 的买入#GAIB 开始,我第一次真正感受到“算力资产上链”的潜力 当初看到 GAIB 把真实世界的 AI 基础设施代币化时,我只是抱着试试看的心态,用 0.05 的价格买了一点。没想到之后价格直接翻倍,让我第一次真正意识到,“算力收入流”这种叙事并不只是概念。 GAIB 的核心,其实就是把企业级 GPU 的收益流代币化,让 AI 基础设施有了链上的金融属性。AID 作为合成美元,由真实的 GPU 融资现金流与国债储备支撑,而 sAID 则进一步通过质押融入 DeFi,让收益变得更透明、更可追踪。 让我印象比较深的是:他们不仅停留在白皮书层面,而是已经完成了和 Aethir 的试点,把 GPU 收益流在 BNB 链上转成可投资资产,10 分钟筹到十万美金。 项目方也在不断扩展战略合作,从算力伙伴到 DeFi 生态都在串联,形成一个“算力-资产-收益”三位一体的模型。 我的 0.05 → 翻倍,只是一次个人体验,但确实促使我更认真地研究这个赛道。 AI、RWA 与 DeFi 的融合还处在早期,风险肯定有,但 GAIB 这样的模式确实让“投资 AI 基础设施”这件事变得更接近普通用户了。 @GAIB AI
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Morpho:当借贷系统开始追求“效率公平”,链上的资金流动方式也跟着改变
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Morpho:当资本开始寻求“精确流动性”,借贷协议的未来形态也悄悄成形
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Injective:当链开始为“市场参与者”设计,而不是为“区块产出”设计
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Morpho:当资金开始追求“最小摩擦路径”,借贷的价值从池子转向算法
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